TSMC: Deepseek Worries Create Attractive Buying Opportunities, And I'm Adding More To My Portfolio

Core Insights - TSMC shares have lost all gains following impressive Q4 2024 results due to concerns from Deepseek, leading to investor skepticism about the sustainability of GPU demand [1] Company Analysis - TSMC's recent performance has been overshadowed by fears related to Deepseek, which has raised questions about the long-term viability of GPU sales [1] Investment Perspective - The article emphasizes the importance of identifying market asymmetries with favorable reward-to-risk ratios, particularly in high-quality companies with strong cash flow [1]